I would like to develop a way for sending text messages (SMS) from Microsoft Dynamics CRM 4.0.
For example: clicking a button will open a window where I can enter my message. Clicking send will send a request to the SOAP XML Web Service I'm working with containing the contact's cell number and my text. I also want to be able to install it on some of my customers' CRM servers.
What would be the best way to do this? Should I develop a plug-in or use JScript and integrate it to the workflow?
Thanks!
I'll assume you want to store the message in CRM. You can create a text message custom entity or modify one of the activity entities to store that data.
From there it depends on what you are most comfortable with. You can call web services from either javascript or a custom workflow. A custom workflow tends to allow for better testability and debugging, but is more work to set up and install (not hard, just more work). However, using javascript to communicate with web services can be tedious without some kind of framework (JQuery, Prototype).
My opinion: use a custom workflow.
One of the best ways to do this would be to use Microsoft Biztalk Server
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We'd like to allow our users to make changes to our ERP (only very limited conditions) from within the smartsheet. Is there a way to add a web service call based on changes to a cell?
It's certainly possible to do what you've described (provided, of course, that your ERP supports inbound web service calls to update data there).
If you're wanting to do this programmatically (i.e., by writing a script in Python or any other supported language), you can use the Smartsheet API to create one or more webhooks that will monitor Smartsheet for the type of changes you specify, and send your integration notifications when those events occur. Your integration would then listen for those inbound event notifications, and when they are received, it would programmatically issue the appropriate web service call(s) to update data in the ERP.
It's also worth mentioning that, depending on what ERP you're using, it may be possible for you to accomplish your goal without having to write any code. If you're interested in exploring the feasibility of that approach, I'd suggest you check out products like Zapier, Power Automate, etc. to see if they offer a connector for Smartsheet and your ERP. You may also want to check out the Smartsheet Connectors and Integrations page to see if there's a connector for your ERP listed there.
I'm trying to add some entities via a SOAP client, to MS Dynamics (online). My client is not a Microsoft client.
Do you know a way to retrieve the schema of Entities like Account, Prospect etc... I would like to know how . I really need to know it , for integration with different installations of Dynamics.
I'd like to know the fields and when to put a String a Boolean etc.
I use a Demo instance of MS CRM online, from scratch, I did not change anything
Thanks!!
You can get metadata about an entity or just one attribute on an entity by using a request. Here is a link to an example
http://msdn.microsoft.com/en-us/library/gg594428.aspx
If you are looking to retrieve this information programmatically then follow Kevin Ross's answer above.
If you want to browse this information you can use the SDK Metadata Browser solution.
The Dynamics CRM Metadata Browser is in the SDK (SDK\Tools\MetadataBrowser). You can download the SDK from http://www.microsoft.com/en-us/download/details.aspx?id=40321.
Follow the README.DOCX that is in the SDK\Tools\MetadaraBrowser and you'll be able to see all the information necessary for manually building your SOAP calls.
Here is what it looks like:
I'm currently looking into expanding a project to include the syncing of notes and tasks from a web application with exchange/Outlook.
Though at the moment, this is only an idea.
Unfortunately for me, it's the first time I've considered doing any form of Exchange integration at all from any application.
So I'm wondering, is what I've set out to do even possible?
I'll most likely be using ASP.NET MVC 2, .NET 4 and Exchange 2003.
The old way to do it would be to use Outlook Interop to automate Outlook to get access to the data. However, this isn't the neatest way of doing things, and you almost certainly wouldn't want to do it on a server.
The new way of doing it is using Exchange Web Services, you can find an article here about it, but I'm not sure if they're supported on Exchange 2003...
I know very little about web service but I assumed it would be the solution I was looking for. Basically I made an application in VB that I want to be ubiquitous for a lack of a better word. I need it to receive requests from multiple users and respond all at once. I was told "technically if you write a webservice you can provide as many results back to users as are connected."
Maybe there is another solution for me that will give me the results I want.
Here is an example of what I'm trying to do.
Lets say I make an application in VB that does math.
I now make a website. My website allows for a person to input 1 + 1
they click submit and my website then connects to my VB application running on my server
listening for a request. It accepts the request from my website, and then it solves the math problem and returns the answer back to the website "1 + 1 = 2"
That is only an example of the type of thing I need. My problem is that I can't have multiple people visiting my website all connecting to that same application running on my server so somehow I need the application to be where it can be accessed by multiple users. I was told a web service would be the answer but if there is another solution I'd like to know.
If the only solution is a web service, then how can I manage to either convert the VB app to a web service? Can I have to convert the app to asp.net or some other language? Is there an easier option?
Without knowing more about what you're actually doing, I might suggest that building an ASP.NET project around your existing VB code might be a good approach. It's going to be awkward to build any kind of "web service" around an existing (presumably GUI) application, so rebuilding your code inside ASP.NET would be the way to go.
How about doing it the push notification way.
http://channel9.msdn.com/posts/Windows-Phone-7-Push-Notification-QuickApp--Web-Service-With-Azure-Publishing-Instructions
You can inform users of your application via a push notification
Anyone doing any work using "offline" forms? We have an application that requires inputting data from outside our company. I was thinking about sending a form out via email, allowing the form to be filled out then sent back. Obviously a web application would be the best solution, but management doesn't seem ready to build the infrastructure and security to support that. I've read a little about PDF forms is that a good solution or are there other solutions?
Have you considered InfoPath? These can be created and distributed through email. And then the data can be collated automatically.
Also, consider using Google Spreadsheets with Google Forms. It's free and infrastructure is outsourced.
PDF forms can work as well.
Another possibility is to use Microsoft SharePoint. If your company uses Microsoft Office for the people filling the forms you referring to, you could deploy an Office based solution and gather information with Sharepoint Server.
Check this link out.